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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-10-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Impact Partnership, Llc | Marietta | GA | 01/2011 | Present |
| Retirement Wealth Advisors | Grand Rapids | MI | 05/2016 | 12/2020 |
| Formulafolio Investments, Llc | Grand Rapids | MI | 01/2015 | 07/2020 |
| Impact Partnership Wealth, Llc | Marietta | GA | 09/2021 | Present |
1) The Impact Partnership, LLC; Non-Investment Related; 1688 White Circle NW Marietta, GA 30066; VP of Sales; 01/2011; 200 hours per month - with all 200 hours being during trading hours; duties(activity) - identifying and recommending sales ideas and strategies to independent life insurance agents.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-22 |
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